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BD

Brian F. Davis

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CRD#: 2058614
BD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brian Farwell Davis, who also goes by Brian Davis, was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 1991. Brian had worked at 12 firms and has passed the Series 63, SIE, Series 7, Series 52, Series 9 and Series 10 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brian Davis

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 17, 2014 - February 4, 2016

DREXEL HAMILTON, LLC

BD
CRD#: 143570
SAN FRANCISCO, CA
Past

March 19, 2013 - January 27, 2014

D.A. DAVIDSON & CO.

BD
CRD#: 199
SAN FRANCISCO, CA
Past

November 3, 2010 - March 15, 2013

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
SAN FRANCISCO, CA
Past

October 16, 2007 - November 9, 2010

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
SAUSALITO, CA
Past

June 14, 2006 - May 23, 2007

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

October 3, 2005 - May 22, 2007

LASALLE FINANCIAL SERVICES, INC.

BD
CRD#: 20373
CHICAGO, IL
Past

September 7, 2005 - October 4, 2005

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

February 7, 2001 - August 24, 2005

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

January 28, 1998 - December 13, 2000

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

August 30, 1994 - February 5, 1998

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

September 5, 1991 - July 18, 1994

LEHMAN SPECIAL SECURITIES INC.

BD
CRD#: 7242
Past

September 5, 1991 - August 23, 1994

LEHMAN GOVERNMENT SECURITIES INC.

BD
CRD#: 19655
Past

September 5, 1991 - August 23, 1994

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/2/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


DH
DREXEL HAMILTON, LLC
DREXEL HAMILTON, LLC

CRD#: 143570 / SEC#: , 8-67576

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
110 East 42nd Street Suite 1502, New York, NY 10017
Mailing Address
110 East 42nd Street Suite 1502, New York, NY 10017
Phone number
(212) 632-0400
Established
Pennsylvania since 12/13/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (41 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FELICE, ANTHONY PHILIPCHIEF EXECUTIVE OFFICER4441607
DOLL, LAWRENCE KIRKOWNER5236486
ELSAS, ROGER DEWITTOWNER200659
FAY, MELISSA JO HILEROWNER5360445
MARTINKO, JOHN CHRISTOPHEROWNER5286067
KIM, HYUNG SOWNER5653676
BRENNAN, PAUL FRANCISCHIEF OPERATING OFFICER2170928
EDWARDS, JOHN WILLIAM JR.CHIEF FINANCIAL OFFICER/FINOP1757360
MAGEE, MARY BRENNANTRUSTEE, THE PAUL F. BRENNAN TRUST (DATED MAY 12, 2015) UNDER THE JOHN V. BRENNAN TRUST OF MAY 12, 2015
SANOK, EDWARD WILLIAMCHIEF COMPLIANCE OFFICER6301272
THE PAUL F. BRENNAN TRUST (DATED MAY 12, 2015) UNDER THE JOHN V. BRENNAN TRUST OF MAY 12, 2015OWNER

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DREXEL HAMILTON, LLC

CRD#: 143570

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